Approvals Guide

This article walks through how to set up and use the Approvals feature within CivicOptimize. Approval workflows allow form submissions to be reviewed by a specified approver group. 

Setting Up Approvals

1. Configure Your Approvals Solution - Adjust settings and add users and groups
   
2. Create an Approval Email Template - If needed, create an email template to use in an approval flow step
   
3. Add an Approval Flow to a Form - Set up the approval process for a form, any applicable preset responses, and default notification emails
   
4. Add an Approval Event to a Form - If needed, create approval events that will run when the final step in an approval flow has been approved
   

Managing Approvals

1. View & Manage Assigned Approvals - Launch the Approvals solution to see a list of the approvals that have been assigned to your group. You will be able to approve, deny, or request clarification for each submission. 
   
2. Administion Approvals - Users who are set as Administrators or Group Managers on the Approvals solution will be able to access current and past approvals, including ones that were conditionally skipped. They are also able to reopen approvals if further action is needed.